Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG- Exchange
- NYSE
- SEC CIK
- 0001379438
No open-market purchases or sales by Eaton Vance Tax-Managed Global Diversified Equity Income Fund insiders were filed in the last 90 days; 298 institutions reported holding it in 13F filings for Q2 2026, worth $662.9M in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Eaton Vance Tax-Managed Global Diversified Equity Income Fund as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 298
- +7 vs. Q1 2026
- Shares held
- 67.7M
- +1.22M (+1.8%) vs. Q1 2026
- Total value
- $662.9M
- +$86.0M (+14.9%) vs. Q1 2026
- New holders
- 35
- 97 more added
- Sold out
- 28
- 62 more reduced
6 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EXG on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 298 | $662.9M |
| Q1 2026 | 297 | $578.5M |
| Q4 2025 | 289 | $644.0M |
| Q3 2025 | 267 | $613.5M |
| Q2 2025 | 275 | $593.0M |
| Q1 2025 | 259 | $551.5M |
| Q4 2024 | 277 | $552.8M |
| Q3 2024 | 258 | $599.9M |
| Q2 2024 | 251 | $586.3M |
| Q1 2024 | 241 | $557.9M |
| Q4 2023 | 246 | $494.4M |
| Q3 2023 | 232 | $435.8M |
| Q2 2023 | 224 | $448.8M |
| Q1 2023 | 232 | $430.6M |
| Q4 2022 | 231 | $399.9M |
| Q3 2022 | 208 | $372.7M |
| Q2 2022 | 231 | $409.3M |
| Q1 2022 | 231 | $523.5M |
| Q4 2021 | 208 | $558.5M |
| Q3 2021 | 189 | $529.9M |
| Q2 2021 | 189 | $558.5M |
| Q1 2021 | 186 | $531.8M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Eaton Vance Tax-Managed Global Diversified Equity Income Fund; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisory Solutions Group, LLC | 11,110 | $109.0K | 0.04% | +11,110 | New |
| Impact Partnership Wealth, LLC | 11,084 | $108.7K | 0.01% | +224+2.1% | Added |
| Convergence Financial, LLC | 10,784 | $105.8K | 0.01% | +10,784 | New |
| Spirepoint Private Client, LLC | 10,683 | $104.8K | 0.01% | 00.0% | Unchanged |
| Princeton Global Asset Management LLC | 10,526 | $103.3K | 0.01% | 00.0% | Unchanged |
| Gateway Wealth Partners, LLC | 10,275 | $100.8K | 0.01% | −10,275−50.0% | Reduced |
| Concurrent Investment Advisors, LLC | 10,115 | $99.2K | 0.00% | +49+0.5% | Added |
| Traphagen Investment Advisors LLC | 10,092 | $99.0K | 0.01% | +10,092 | New |
| URS Advisory LLC | 10,054 | $98.6K | 0.05% | +10,054 | New |
| Attessa Capital LLC | 10,031 | $98.4K | 0.04% | +10,031 | New |
| Focused Alpha, LLC | 10,005 | $98.1K | 0.03% | +10,005 | New |
| Ronald Blue Trust, Inc. | 10,000 | $98.1K | 0.00% | 00.0% | Unchanged |
| PFS Partners, LLC | 9,381 | $92.0K | 0.04% | +193+2.1% | Added |
| Citigroup Inc | 9,360 | $91.8K | 0.00% | +62+0.7% | Added |
| Plante Moran Financial Advisors, LLC | 9,218 | $90.4K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 9,000 | $88.3K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 8,892 | $87.2K | 0.01% | +138+1.6% | Added |
| Colonial Trust Advisors | 8,750 | $85.8K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 8,000 | $78.5K | 0.01% | +8,000 | New |
| Gen-Wealth Partners Inc | 7,800 | $76.5K | 0.02% | 00.0% | Unchanged |
| Caldwell Trust Co | 6,749 | $66.2K | 0.01% | 00.0% | Unchanged |
| IFG Advisory, LLC | 6,739 | $66.1K | 0.00% | +6,739 | New |
| Atlantic Union Bankshares Corp | 6,500 | $63.8K | 0.00% | 00.0% | Unchanged |
| Millstone Evans Group, LLC | 6,390 | $62.7K | 0.03% | 00.0% | Unchanged |
| SOA Wealth Advisors, LLC. | 5,518 | $54.1K | 0.01% | +88+1.6% | Added |
| Clean Yield Group | 5,231 | $51.3K | 0.01% | +5,231 | New |
| Bartlett & Co. Wealth Management LLC | 5,000 | $49.0K | 0.00% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 5,000 | $49.0K | 0.04% | 00.0% | Unchanged |
| BankPlus Trust Department | 5,000 | $49.0K | 0.01% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 4,825 | $47.3K | 0.00% | +98+2.1% | Added |
| Bogart Wealth, LLC | 4,538 | $44.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 4,037 | $39.6K | 0.00% | 00.0% | Unchanged |
| Peterson Wealth Management | 3,675 | $36.1K | 0.02% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 3,622 | $35.5K | 0.00% | 00.0% | Unchanged |
| 1 North Wealth Services LLC | 3,500 | $34.3K | 0.01% | +3,500 | New |
| Harbor Investment Advisory, LLC | 3,350 | $32.9K | 0.00% | 00.0% | Unchanged |
| Eastern Bank | 3,206 | $31.5K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 2,900 | $28.4K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,883 | $27.9K | 0.00% | +38+1.3% | Added |
| Financial Management Professionals, Inc. | 2,828 | $27.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 2,796 | $27.4K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,734 | $26.8K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 2,650 | $26.0K | 0.01% | 00.0% | Unchanged |
| Vermillion Wealth Management, Inc. | 2,648 | $26.0K | 0.01% | 00.0% | Unchanged |
| Bollard Group LLC | 2,573 | $25.0K | 0.00% | +53+2.1% | Added |
| Global Retirement Partners, LLC | 2,541 | $24.9K | 0.00% | +2,541 | New |
| Private Trust Co NA | 2,500 | $24.5K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,461 | $24.1K | 0.00% | −9−0.4% | Reduced |
| SHP Wealth Management | 2,200 | $21.6K | 0.00% | +2,200 | New |
| Central Trust Co | 2,000 | $19.6K | 0.00% | 00.0% | Unchanged |
| City Holding Co | 2,000 | $19.6K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 1,998 | $19.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,953 | $19.2K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,000 | $19.0K | 0.00% | +865+76.2% | Added |
| Axiom Investment Management LLC | 1,936 | $19.0K | 0.01% | +661+51.8% | Added |
| IFP Advisors, Inc | 1,887 | $18.5K | 0.00% | +887+88.7% | Added |
| Hughes Financial Services, LLC | 1,872 | $18.4K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 1,799 | $17.6K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1,550 | $15.2K | 0.00% | +1,550 | New |
| ZRC Wealth Management, LLC | 1,500 | $14.7K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 1,500 | $14.7K | 0.01% | 00.0% | Unchanged |
| Clark Wealth Partners | 1,500 | $14.7K | 0.01% | 00.0% | Unchanged |
| FMR LLC | 1,480 | $14.5K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,465 | $14.4K | 0.00% | 00.0% | Unchanged |
| Highland Investment Advisors LLC | 1,402 | $13.8K | 0.01% | +1,402 | New |
| Beacon Investment Advisory Services, Inc. | 1,395 | $13.7K | 0.00% | −16,825−92.3% | Reduced |
| AdvisorNet Financial, Inc | 1,329 | $13.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,225 | $12.0K | 0.01% | +1,225 | New |
| Vision Financial Markets LLC | 1,154 | $11.2K | 0.01% | +24+2.1% | Added |
| MB, Levis & Associates, LLC | 1,092 | $10.7K | 0.00% | +1,092 | New |
| GAMMA Investing LLC | 937 | $9.19K | 0.00% | −16−1.7% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 900 | $8.83K | 0.00% | 00.0% | Unchanged |
| Pinnacle Bancorp, Inc. | 841 | $8.25K | 0.00% | 00.0% | Unchanged |
| NBT Bank N A | 800 | $7.85K | 0.00% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 805 | $7.83K | 0.00% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 750 | $7.36K | 0.01% | 00.0% | Unchanged |
| McGuire Capital Advisors Inc | 680 | $6.67K | 0.00% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 578 | $5.67K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 555 | $5.35K | 0.00% | 00.0% | Unchanged |
| Silver Grove Financial Group, Inc. | 520 | $5.10K | 0.00% | +520 | New |
| Pinnacle Wealth Planning Services, Inc. | 500 | $4.91K | 0.00% | 00.0% | Unchanged |
| Harborfront Financial Group LLC | 445 | $4.37K | 0.02% | +445 | New |
| Russell Investments Group, Ltd. | 429 | $4.21K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | – | $3.78K | 0.00% | – | – |
| Chilton Capital Management LLC | 362 | $3.55K | 0.00% | 00.0% | Unchanged |
| Key Financial Inc | 349 | $3.42K | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 310 | $3.04K | 0.00% | 00.0% | Unchanged |
| Financial Consulate, Inc | 300 | $2.94K | 0.00% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 300 | $2.94K | 0.00% | +300 | New |
| Caldwell Sutter Capital, Inc. | 296 | $2.90K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 273 | $2.63K | 0.00% | 00.0% | Unchanged |
| Trust Co of Toledo NA | 250 | $2.45K | 0.00% | 00.0% | Unchanged |
| Tidemark, LLC | 218 | $2.14K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 150 | $1.47K | 0.00% | +150 | New |
| JFS Wealth Advisors, LLC | 101 | $991 | 0.00% | +101 | New |
| Whittier Trust Co of Nevada Inc | 53 | $517 | 0.00% | 00.0% | Unchanged |
| Trust Co | 20 | $196 | 0.00% | +20 | New |
| TD Private Client Wealth LLC | 1 | $9 | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 0 | $0 | 0.00% | −67,166−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −50,746−100.0% | Sold out |